Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| First Eagle Funds-First Eagle Global Fund | Jul 31, 2026 | 21.8M | 736.0M | 1% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2026 | 17.8M | 602.0M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Jun 30, 2026 | 11.8M | 399.5M | 0.5% |
| NEW PERSPECTIVE FUND | Sep 30, 2026 | 10.0M | 337.4M | 0.5% |
| iShares Trust-iShares Core MSCI EAFE ETF | Aug 31, 2026 | 9.2M | 310.2M | 0.4% |
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Jun 30, 2026 | 8.0M | 270.1M | 0.4% |
| First Eagle Funds-First Eagle Overseas Fund | Jul 31, 2026 | 8.0M | 270.5M | 0.4% |
| HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark International Fund | Jun 30, 2026 | 6.4M | 215.2M | 0.3% |
| Fidelity Concord Street Trust-Fidelity International Index Fund | Aug 31, 2026 | 5.1M | 173.3M | 0.2% |
| iShares Trust-iShares MSCI EAFE ETF | Aug 31, 2026 | 4.3M | 144.9M | 0.2% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.